Plan Now to Avoid Social Security COLA Tax Cliff in 2023
By Robert Bloink | William H. ByrnesRethinking their funding strategy can help clients mitigate the tax impact of a larger-than-average COLA.
November 29, 2022
10 Top Annuity Bills of 2022, So FarThe one most relevant to retail advisors, the EARN Act, is still awaiting floor action.
November 29, 2022
10 States Where Home Values Have Increased Most Since 2021Homeowners in these states saw an average increase in value of 24% from a year ago.
November 29, 2022
IRS to Hike Interest Rates for Q1For individuals, the rate for overpayments and underpayments will be 7% per year, up from 6%.
November 29, 2022
Quiz: Do You Know These Investment Tax Facts?Clients expect advisors to bring a greater level of tax expertise to the table.
November 29, 2022
Atria Adds Former LPL Exec to Push Indie Growth StrategyBill Morrissey will support the firm's "next stage" and will lead the roughly 1,500 advisors in Atria's independent channel.
November 29, 2022
SEC Bars Ex-LPL Rep Who Pleaded Guilty to Witness TamperingFINRA already barred the ex-broker, who also pleaded guilty to fraud and identity theft last year.
November 29, 2022
21 of the Best Crypto JokesSave these jokes; they could be worth a fortune if crypto assets stage a comeback.